RAND WEALTH, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2018
  • Location
    baltimore, MD
  • CIK
    0001540141
  • All SEC filings
Q3 2018
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

230

$893.00M
AGG, SPSB, BSV, VANGUARD WORLD FDS
13F-HR
Nov 13, 2018
000108514618002635

231

$895.71M
AGG, SPSB, BSV, VSS
13F-HR
Jul 17, 2018
000154014118000005

223

$889.94M
AGG, SPSB, BSV, VSS
13F-HR
Apr 16, 2018
000154014118000004

225

$913.97M
AGG, SPSB, BSV, VSS
13F-HR
Feb 5, 2018
000154014118000001

220

$867.04M
AGG, BSV, SPSB, VSS
13F-HR
Oct 23, 2017
000154014117000011

213

$738.10M
SPSB, WFC, VSS, VANGUARD WORLD FDS
13F-HR
Jul 31, 2017
000154014117000009

210

$832.22M
AGG, BSV, SPSB, WFC
13F-HR
Apr 26, 2017
000154014117000007

209

$792.17M
BSV, WFC, VEU, VANGUARD WORLD FDS
13F-HR
Feb 9, 2017
000154014117000002

215

$766.31M
BSV, VEU, SPSB, VANGUARD WORLD FDS
13F-HR
Nov 4, 2016
000154014116000017

215

$740.22M
BSV, SPSB, VEU, WFC
13F-HR
Aug 5, 2016
000154014116000015

216

$718.48M
BSV, SPSB, VEU, WFC
13F-HR
Apr 29, 2016
000154014116000014

215

$708.27M
BSV, WFC, SPSB, VEU
13F-HR
Jan 27, 2016
000154014116000011

209

$683.01M
BSV, WFC, VANGUARD WORLD FDS, VANGUARD WORLD FDS
13F-HR
Oct 29, 2015
000154014115000010

210

$739.81M
BSV, KRE, VEU, SPSB
13F-HR
Jul 28, 2015
000154014115000008

212

$744.92M
BSV, KRE, VEU, SPSB
13F-HR
May 4, 2015
000154014115000006

216

$728.51M
BSV, KRE, SPSB, VEU
13F-HR
Jan 30, 2015
000154014115000001

207

$690.18M
BSV, KRE, VEU, VANGUARD WORLD FDS
13F-HR
Oct 31, 2014
000154014114000010

210

$698.46M
BSV, KRE, VEU, HYG
13F-HR
Aug 12, 2014
000154014114000006

196

$577.45M
VEU, WFC, VANGUARD WORLD FDS, VANGUARD WORLD FDS
13F-HR
Apr 29, 2014
000154014114000003

189

$565.10M
VEU, CHV, VANGUARD WORLD FDS, WFC
13F-HR
Jan 28, 2014
000154014114000002
Rand Wealth, Llc 13F Filings